Coryntas workspace · Reference data
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Request: Turn this signed deal into a delivery handoff with the agreed scope, commitments, and next steps.
The delivery handoff is prepared for review. The signed scope covers a $48,000 implementation for the UK services team: one handoff template, three workflows across HubSpot, Google Drive, and Asana, plus two training sessions for up to 12 users.
Two decisions need attention before the team confirms the plan. The CRM lists 16 October as a launch target, while the proposed six-week plan from 21 September targets 30 October. SSO also appears in the sales conversation but is explicitly excluded from the signed agreement. Neither item should silently become a delivery commitment.
I have assembled the scope, acceptance conditions, owners, next actions, and kickoff email. Dates and task assignments remain proposals until the customer and delivery lead confirm them. Start by reconciling the launch expectation and deciding whether SSO belongs in a separately approved change. No project tasks, invitations, or emails have been sent.
Source excerpts
[S1] Signed statement of work
Asterfield_SOW_signed.pdf · Signed 14 Sep 2026 · §§ 2–6
Scope: configure a sales-to-delivery handoff for the UK services team, covering HubSpot, Google Drive, and Asana. Deliver one handoff template, three workflow automations, and two training sessions for up to 12 users. Fixed implementation fee: USD 48,000, excluding taxes and third-party subscriptions; 50% on signature and 50% on acceptance. Delivery period: six weeks from kickoff, subject to timely access and customer inputs. Acceptance requires the ten agreed UAT scenarios to pass with no unresolved critical defects and written approval from the customer sponsor. Five business days of post-launch stabilization are included. SSO, historical migration, additional regions, and ongoing managed support are excluded unless separately agreed.
[S2] Opportunity & account record
AST-2026-041 · Closed won · Snapshot · 14 Sep 2026, 16:40 UTC
Account: Asterfield Systems. Opportunity: Sales-to-delivery implementation. Value: USD 48,000. Stage: Closed won. Customer sponsor: Maya Chen, Head of Operations. Customer technical owner: Daniel Brooks, Business Systems Lead. Account owner: Alex Morgan. Requested kickoff: 21 September 2026. CRM target go-live: 16 October 2026. Internal delivery lead: Sarah Patel. Solution lead: Noah Kim. The target go-live is a sales planning field, not a signed delivery commitment.
[S3] Discovery & success criteria
Discovery_notes_10_Sep.md · 10 Sep 2026 · Goals & dependencies
The operations team manually re-enters signed deal details into project briefs. Success means each eligible closed-won deal produces a consistent handoff with scope, commercial milestones, owners, and a source link. Proposed pilot baseline: 90 minutes of preparation per deal; target: 20 minutes or less, subject to measurement and customer agreement. Maya will nominate the UAT approver. Daniel will provide HubSpot sandbox access, the approved Drive folder, and an Asana test project. The parties should agree ten representative UAT scenarios at kickoff. Customer data is to remain in the approved test environments during validation.
[S4] Sales handover conversation
#asterfield-deal · Handover notes · 14 Sep 2026 · Account team
Alex Morgan: The customer asked whether SSO could be available at launch. I said we would bring it to the delivery team for assessment; it was not included in the signed scope. They would also like the 16 October launch date recorded in CRM. Sarah Patel: We need to confirm the six-week plan and the access dependencies before committing a launch date. No customer invitation or project tasks have been sent from this conversation.
[S5] SSO change assessment
Engineering estimate · 15 Sep
A separately approved SSO extension is estimated at USD 8,000 and two additional weeks, contingent on identity-provider access and testing. This is an preliminary planning estimate, not an accepted quote or amendment. Baseline $48,000 and six weeks remain binding unless changed in writing. Proposed extension total: $56,000 and eight weeks, targeting 13 November from a 21 September kickoff.